See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,861 | $185,822+206.1% | $169,993+234.6% | $139,434+308.0% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 16.53% | 60.50%-44.0pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,607 | $7,590-52.5% | $6,785-46.8% | $4,751-24.1% |
| Participant deferral / active EE | $8,354 | $11,622-28.1% | $10,408-19.7% | $6,710+24.5% |
| Admin fee / account holder | $9,918 | $15,381-35.5% | $12,815-22.6% | $11,403-13.0% |